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Jacobs Solutions

701 hedge funds and large institutions have $15.3B invested in Jacobs Solutions in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 226 increasing their positions, 263 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $89.2M | Put options by funds: $53.8M

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

0.59% more ownership

Funds ownership: 103.27%103.86% (+0.59%)

0% less capital invested

Capital invested by funds: $15.3B → $15.3B (-$12.3M)

3% less funds holding

Funds holding: 722701 (-21)

13% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 84

14% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 263

Holders
701
Holders Change
-21
Holders Change %
-2.91%
% of All Funds
11.06%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
73
Increased
226
Reduced
263
Closed
84
Calls
$89.2M
Puts
$53.8M
Net Calls
+$35.4M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
676
EverSource Wealth Advisors
Alabama
$5K +$1.5K +14 +42%
CFD
677
Creative Financial Designs
Indiana
$4K
HH
678
HWG Holdings
Texas
$4K
CI
679
Cordant Inc
Oregon
$4K +$3.54K +33 New
MCM
680
MV Capital Management
Maryland
$2K -$4.83K -45 -70%
BWM
681
BerganKDV Wealth Management
Minnesota
$2K
CAM
682
ClariVest Asset Management
California
$2K
KFI
683
Key Financial Inc
Pennsylvania
$2K
PWMG
684
Prestige Wealth Management Group
New Jersey
$2K
SC
685
Schubert & Co
Texas
$2K
Loomis, Sayles & Company
686
Loomis, Sayles & Company
Massachusetts
$2K +$1.61K +15 New
GKIM
687
GW&K Investment Management
Massachusetts
$2K +$1.82K +17 New
DI
688
Disciplined Investments
Oklahoma
$2K +$2.04K +19 New
AA
689
Addison Advisors
Vermont
$1K
CWC
690
Carolinas Wealth Consulting
North Carolina
$1K
CWP
691
Concord Wealth Partners
Virginia
$1K
CFN
692
Cordasco Financial Network
Florida
$1K
EIP
693
Ellis Investment Partners
Pennsylvania
$1K
JWM
694
Janiczek Wealth Management
Colorado
$1K
SC
695
Sierra Capital
Florida
$1K
SWA
696
SOA Wealth Advisors
New York
$1K
PO
697
Private Ocean
California
$1K +$536 +5 New
CAL
698
Capital Advisors Ltd
Ohio
$1K +$751 +7 +175%
BIM
699
Baldwin Investment Management
Pennsylvania
$993 -$169K -1,572 -15%
BSA
700
Braun Stacey Associates
New York
-$20.5M -177,881 Closed

J Hedge Fund Activity: Q1 2022 in Review

701 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2022, worth a combined $15.3B — down 0.08% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of J and 73 opened new positions — a net loss of 11 holders — while 263 trimmed existing stakes and 226 added.

The largest buyer was Mackenzie Financial, adding an estimated $104M. The largest seller was T. Rowe Price Associates, cutting an estimated $239M.

  • 701 institutional investors held Jacobs Solutions (J) as of Q1 2022, down from 722 in Q4 2021.
  • Funds reported $15.3B of Jacobs Solutions stock for Q1 2022, down 0.08% quarter-over-quarter.
  • 73 funds opened new Jacobs Solutions positions in Q1 2022 and 84 closed out, a net change of -11 holders.
  • The largest Jacobs Solutions buyer in Q1 2022 was Mackenzie Financial, an estimated $104M added.
  • The largest Jacobs Solutions seller in Q1 2022 was T. Rowe Price Associates, an estimated $239M sold.

Based on aggregated 13F filings for Q1 2022.